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Delap Wealth Advisory’s Marathon Petroleum MPC Stock Holding History

Delap Wealth Advisory’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,695
Closed -$543K – 229
2024
Q1 		$543K Buy
2,695
+949
+54% +$191K 0.22% 69
2023
Q4 		$259K Buy
+1,746
New +$259K 0.12% 76